Andrew Timson joined Wintrust Wealth Management in 2012 and serves as a Financial Analyst on the Steve Becker Team. Prior to working with the team, he spent two years as part of the firm’s client support team, where he provided a full range of services to the company’s Discount and Correspondent Bank Divisions. Andrew also served as an Associate Portfolio Manager with affiliate Great Lake Advisors.
Andrew is skilled in many aspects of investment management, including financial planning, risk tolerance assessment, portfolio construction, and risk management. His focus for the individual investor includes retirement and estate planning, education funding, and portfolio management. Andrew often works with attorneys and accountants in helping clients with their tax and estate matters.
Andrew graduated from Indiana University with a BS in Public Financial Management. In 2018, he passed Level II of the CFA and plans to pursue Level III.
The Steve Becker Team is led by Steve Becker with support from Maria Giannini, Andrew Timson and Catherine Walters.
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231 South LaSalle St., 13th Floor
Chicago, IL 60604